CRM (Deals)
Learn the building blocks of the ActiveCampaign CRM to create and manage pipelines, track opportunities, build relationships with your leads and customers, and more.
Get Started with the CRM
- About the ActiveCampaign Sales CRM Dashboard
- Connect your email account to ActiveCampaign
- Custom deal field overview
- How to attach files to a Deal record
- How to create a deal in ActiveCampaign
- How to create a task
Use the CRM
- An overview of Task Outcomes
- Deal Scoring in ActiveCampaign
- Export deals from ActiveCampaign
- Filtering and searching deal data
- How to attach files to a 1:1 email
- How to bulk edit Deals
Common Questions & Troubleshooting
- A user can't see the "Add a Deal" button
- Can I add a custom field to a deal?
- Can I attach files to a deals, contacts, or accounts?
- Can I bulk delete deals?
- Changing a deal owner does not change the deal task assignee
- Connected Deals email has a "partial" status